Open To Work
Robert Breza
Scottsdale
Summary
Highly accomplished and strategic financial executive with 15+ years of success in quantitative financial analysis, valuation, strategic planning, and competitive positioning. Proven ability to conduct due diligence, develop financial models, and perform in-depth analysis to inform investment decisions and drive sustainable growth in complex and rapidly changing environments. Adept at identifying hidden opportunities, developing innovative solutions, and providing critical financial insights to executives and stakeholders. Expertise spans equity research, capital markets, M&A, SaaS valuation, and corporate development.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Portfolio Analyst
Investment Management Consultant
01.2025 - Current
- Analyzed investment portfolios to recommend strategic adjustments to improve overall investor returns.
- Developed comprehensive reports on asset performance, enhancing client understanding of portfolio health.
- Collaborated with senior management to refine investment strategies based on market analysis.
- Monitored regulatory changes impacting investment operations, ensuring compliance across all portfolios.
- Optimized risk-adjusted returns through rigorous quantitative analysis and modeling techniques.
- Created financial strategies to optimize portfolio performance and reduce risk.
Chief Operating Officer
Atomic Acres
South Chicago Heights
01.2023 - 01.2025
- Drove the project from initial internal demolition to a fully operational production facility, encompassing flower and processing capabilities within a tight 52-week timeframe.
- Managed all aspects of the complex rebuilding effort, ensuring compliance, budget adherence, and a seamless transition to full production capacity.
- Directed the development of triple-infused pre-rolls, leveraging a scientific methodology for terpene blending to create the desired "entourage effect" and elevate brand positioning.
- Oversaw the implementation of advanced equipment, such as an air-powered joint-rolling machine, to enhance product consistency and manufacturing efficiency.
- A full-service cannabis cultivation facility, focused on high quality and innovative products.
Vice President - Investor Relations
Lytham Partners
Scottsdale
01.2021 - 01.2023
- Spearheaded comprehensive investor relations strategies and programs for multiple clients across diversified industries, enhancing their visibility and engagement within the investment community.
- Analyzed complex financial information and strategic initiatives to develop clear, compelling narratives for investors and analysts, supporting client valuation and market perception.
- Performed financial analysis for client portfolios, contributing to the production of detailed quarterly earnings reports, conference call scripting, and management speeches.
- Developed and executed targeted market intelligence initiatives to understand investor sentiment and expand client shareholder bases.
- Optimized the firm’s digital presence with essential financial content, including c-level executives’ interviews, to enhance transparency and inform the investment community.
- Tracked and analyzed participation trends in investor conferences, leading to record attendance and meeting volumes.
- A leading investor relations firm providing advisory services to publicly traded capitalization companies.
Managing Director - Equity Research
Northland Capital Markets, Wells Fargo, & Stifel
Minneapolis
01.2015 - 01.2020
- Led institutional equity research teams, providing strategic investment insights and actionable recommendations based on rigorous financial modeling and valuation.
- Directed the production of high-impact, quarterly strategic reports and industry benchmarking, directly informing institutional investment decisions.
- Conducted in-depth valuation analysis and due diligence for 20+ IPOs, supporting investment banking relationships.
- Managed comprehensive investor research coverage of the software industry, publishing on 22+ equities across all market capitalizations.
- Performed foreign currency analysis, produced industry benchmark reports, and developed best practices for software sector coverage.
- Expanded institutional influence through comprehensive, timely research reports highlighting unique investor differentiators and in-depth analysis.
- A full-service, research-driven capital markets group focused on growth companies and institutional investors.
Managing Director - Equity Research
RBC Capital Markets
Minneapolis
01.2004 - 01.2014
- Rebuilt the US Equity software research team, resulting in an annual revenue of $28 million and a top-three ranking within RBC.
- Co-led the IPOs for notable clients, including Fortinet, LifeLock/Symantec, and Qualys.
- Expanded institutional reach by 50% through the publication of comprehensive, timely research reports incorporating unique investor analysis.
- Established RBC as a premier advisor in software through US/Canada cross-border collaborations, jointly published white papers, and strategic partnerships.
- Secured notable relationships with C-suite executives and institutional investors by establishing and managing the private RBC/RSA security industry conference dinner for seven consecutive years (100+ attendees).
- Organized and managed the RBC SaaS conference with over 20 companies presenting to 200+ investors, showcasing ability to engage and educate the investment community.
- A leading global investment bank providing capital market services to corporations and institutional investors.
Education
Master of Business Administration - Finance & Strategic Management
University of Minnesota
Bachelor of Science - Accounting
St. Cloud State University
Skills
- Financial Modeling & Valuation
- Quantitative & Strategic Analysis
- Equity Research & Investment Insights
- Due Diligence & Competitive positioning
- Public Speaking
- TV appearances
- Presentations
- Subscription (SaaS) Business Models & Valuations
- Market Strategies & Corporate Development
- Technology Innovations & Specialty Software
- Cross-Functional Collaboration
Certification
FINRA, Series 7, 63, 86 & 87 Licenses held
Television Appearances
- CNBC, presented live quarterly earning analyses, industry forecasts, & special topics
- Bloomberg TV, recognized as a 'Bloomberg Best' for Most Accurate Analyst on Oracle
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridTimeline
Portfolio Analyst
Investment Management Consultant
01.2025 - Current
Chief Operating Officer
Atomic Acres
01.2023 - 01.2025
Vice President - Investor Relations
Lytham Partners
01.2021 - 01.2023
Managing Director - Equity Research
Northland Capital Markets, Wells Fargo, & Stifel
01.2015 - 01.2020
Managing Director - Equity Research
RBC Capital Markets
01.2004 - 01.2014
Master of Business Administration - Finance & Strategic Management
University of Minnesota
Bachelor of Science - Accounting
St. Cloud State University